Which services earn the money, and which fill the calendar without earning much. This report is the basis for pricing and for what to offer online.
What it shows
Revenue by service groups invoice service lines by the service name as it was billed, so renamed or archived services still appear under the name on the invoice. Figures are gross: before promotions, write-offs and credit notes, which are invoice-wide and can't be split by line. Where a service has a cost estimate, the cost per unit and margin are shown.
Filters: a date range with the presets Today, Week, Month, Quarter and Year or a custom range, a location, compare with the previous period. It needs the financial reports permission, which Administrators and Bookkeepers have.
Reading it
Headline figures: Revenue (excl. tax), Tax, Services sold, Distinct services, Top service.
Columns: Service, Qty, Revenue (excl. tax), Tax, Incl. tax, % of total, Cost/unit, Margin.
Acting on it
Look at margin, not only revenue: a high-volume service with a thin margin may be worth repricing. Set cost estimates on your main services first, see Estimate the cost of a service, or the Margin column stays empty. Products aren't here.